About this opportunity
Charles Schwab Corporation lists this Senior Family Governance & Wealth Advisor opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Charles Schwab Corporation is seeking a Senior Family Dynamics Specialist within the Family Governance Advisor track. You will serve ultra-high net worth clients, facilitating conversations on the purpose and governance of wealth while guiding families through intergenerational wealth transfer.
The role reports to the People Leader of the Tax, Trust, and Estate Group. This position emphasizes family governance, behavioral insights, and crafting strategies that optimize family harmony and wealth
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.